Copy an invoice: Save yourself the typing!

 

 

Need to send an invoice that’s basically the same as one you’ve already sent? Don’t build it from scratch. Copy it and save yourself the time.
 

Copying an invoice creates a new invoice using the details from an existing one, so you can make a few tweaks and get on with your day. 

How to copy an invoice 

1. Head to Money in. 
2. Scroll down and tap View all invoices. 
3. Open the invoice you want to copy. 
4. Tap More, then Copy. 
5. Solo will create a new invoice using the same customer, items, discounts and note to the customer. 
6. Give the details a quick once-over, make any changes you need, then tap Save. 

And that's it. No retyping the whole thing. 🙌 

 

 

What gets copied? 

Solo carries over the bits you’d probably rather not type out again: 

• Customer details 

• Items 

• Discounts 

• Note to the customer 

Before you send it 

A copied invoice is a new invoice, so there are a couple of things worth checking before you hit send. 

The new invoice will have: 

• Today’s issue date 

• A new invoice number 

Give the customer, invoice details, payment terms, due date and amounts a quick check to make sure everything is looking spot on.

Need to change the due date? 

When you copy an invoice, the issue date updates to today’s date. This can also change when your customer is due to pay. 

If you’re using a custom date, the due date will default to 7 days, so make sure you double-check the dates before sending. 

Want to change it? Just tap Payment terms, update the dates, then tap Save.

 

 

One other thing to know: your copied invoice will get a new invoice number, which continues on from the last invoice you created. 

Once everything looks good, send it straight away or save it for later. 

Copy. Tweak. Send. Done.